Belpointe Asset Management’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Belpointe Asset Management’s Portfolio NZF Stock Details NZF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-16,232	Closed	-$194K	–	2420
2023 Q1	$194K	Hold	16,232	–	–	0.01%	958
2022 Q4	$196K	Sell	16,232 -892	-5%	-$10.3K	0.01%	905
2022 Q3	$195K	Buy	17,124 +240	+1%	+$3.1K	0.01%	851
2022 Q2	$212K	Sell	16,884 -316	-2%	-$4.12K	0.01%	805
2022 Q1	$251K	Hold	17,200	–	–	0.02%	808
2021 Q4	$294K	Hold	17,200	–	–	0.02%	723
2021 Q3	$288K	Hold	17,200	–	–	0.02%	697
2021 Q2	$296K	Sell	17,200 -500	-3%	-$8.38K	0.02%	674
2021 Q1	$286K	Hold	17,700	–	–	0.02%	619
2020 Q4	$285K	Hold	17,700	–	–	0.03%	570
2020 Q3	$260K	Hold	17,700	–	–	0.03%	484
2020 Q2	$261K	Buy	17,700 +9,000	+103%	+$126K	0.03%	447
2020 Q1	$122K	Sell	8,700 -3,500	-29%	-$55K	0.02%	558
2019 Q4	$199K	Buy	+12,200	New	+$197K	0.03%	542

Other funds holding NZF

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

Belpointe Asset Management's NZF Position: Q2 2023 in Review

Belpointe Asset Management sold out of Nuveen Municipal Credit Income Fund (NZF) in Q2 2023, closing a stake of 16,232 shares — an estimated $194K sold.

Belpointe Asset Management first reported a position in NZF in Q4 2019 and held it in 14 quarters. The position peaked at $296K in Q2 2021. 242 funds tracked by Wall St. Rank hold NZF as of Q2 2023.

Belpointe Asset Management reported no remaining Nuveen Municipal Credit Income Fund position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 16,232 Nuveen Municipal Credit Income Fund shares in Q2 2023, an estimated $194K.
Belpointe Asset Management first reported a position in Nuveen Municipal Credit Income Fund in Q4 2019 and held it in 14 quarters.
Belpointe Asset Management's Nuveen Municipal Credit Income Fund position peaked at $296K in Q2 2021.
242 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.